ESTATE PLANNING, PROBATE, WILLS & TRUSTS: A Selective Research Guide
I.
Michigan Treatises
II.
Michigan Guides
III.
National Treatises
IV.
National Guides
V.
Nutshells/Hornbooks
VI.
Journals
VII.
Forms
VIII. Databases
IX.
Internet Resources
Overview:
This research guide is a selective guide to assist the legal researcher in conducting research
in the area of estate planning, wills and trusts. It is not comprehensive in scope or intended
to be a catchall source, but rather to act as a starting point for the researcher to find
additional sources and relevant information. At its core, the guide attempts to lead the
researcher to up-to-date items held by the Cooley libraries. Additionally, the guide is tilted
towards Michigan sources on the topic while other state specific guides have been omitted.
Furthermore, Michigan estate planning was greatly impacted by the Estates and Protected
Individuals Code (EPIC) which passed in 1999. Therefore, those items which have been
updated to reflect EPIC’s changes have been selected to the detriment of older historical
estate material.
I.
MICHIGAN TREATISE(S)
Planning for Estates and Administration in Michigan by Frederick Hoops
Location:
KFM4340.H66 1983
The four volume treatise was created to offer the legal researcher with a comprehensive work
to virtually every facet of the estate planning process in Michigan. It is updated through
pocket parts.
II.
MICHIGAN GUIDES
Annual Probate Seminar: Course Handbook by Probate and Trust Law Section, State
Bar of Michigan and the Institute of Continuing Legal Education (ICLE)
Location:
KFM4344.A15A5
Each year the above mentioned seminar is conducted to review current issues surrounding
state and federal probate and estate planning law. Recent cases and proposed legislation
are discussed as well as general issues dealing with probate, estate planning and trusts.
Estate Administration in Michigan by George A. Cooney, Michael G. Cumming, Elaine
M. C